MWM

Meridian Wealth Management Portfolio holdings

AUM $2.82B
1-Year Est. Return 31.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.82B
AUM Growth
-$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
817
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$8.92M
3
+$7.89M
4
GLD icon
SPDR Gold Trust
GLD
+$5.68M
5
TSM icon
TSMC
TSM
+$5.38M

Top Sells

1
+$17.3M
2
+$3.77M
3
+$3.54M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.43M
5
NVDA icon
NVIDIA
NVDA
+$2.78M

Sector Composition

1 Technology 19.6%
2 Financials 6.71%
3 Energy 5.5%
4 Consumer Discretionary 5.33%
5 Communication Services 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CASY icon
326
Casey's General Stores
CASY
$28.2B
$1.16M 0.04%
1,592
+73
TSCO icon
327
Tractor Supply
TSCO
$15.6B
$1.15M 0.04%
25,371
-4,902
VNQ icon
328
Vanguard Real Estate ETF
VNQ
$37.2B
$1.14M 0.04%
12,867
+636
BOXX icon
329
Alpha Architect 1-3 Month Box ETF
BOXX
$12.1B
$1.12M 0.04%
9,670
+3,266
TXN icon
330
Texas Instruments
TXN
$259B
$1.12M 0.04%
5,783
+2
FXI icon
331
iShares China Large-Cap ETF
FXI
$5.45B
$1.12M 0.04%
+31,193
FBTC icon
332
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.2B
$1.11M 0.04%
18,812
-2,353
MPC icon
333
Marathon Petroleum
MPC
$76.5B
$1.11M 0.04%
4,544
-140
EVT icon
334
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
$1.98B
$1.11M 0.04%
45,066
+267
SYLD icon
335
Cambria Shareholder Yield ETF
SYLD
$916M
$1.1M 0.04%
14,621
+192
IPKW icon
336
Invesco International BuyBack Achievers ETF
IPKW
$520M
$1.09M 0.04%
+19,414
UBER icon
337
Uber
UBER
$144B
$1.08M 0.04%
15,081
+674
CM icon
338
Canadian Imperial Bank of Commerce
CM
$99.6B
$1.08M 0.04%
11,434
-63
ETB
339
Eaton Vance Tax-Managed Buy-Write Income Fund
ETB
$448M
$1.08M 0.04%
74,893
+2,874
WPM icon
340
Wheaton Precious Metals
WPM
$52.8B
$1.07M 0.04%
8,193
+315
ITOT icon
341
iShares Core S&P Total US Stock Market ETF
ITOT
$91.1B
$1.07M 0.04%
7,497
+29
FCOM icon
342
Fidelity MSCI Communication Services Index ETF
FCOM
$1.75B
$1.06M 0.04%
15,549
+759
CAH icon
343
Cardinal Health
CAH
$48.2B
$1.06M 0.04%
4,997
+222
NOW icon
344
ServiceNow
NOW
$116B
$1.05M 0.04%
10,019
-7,170
SPAB icon
345
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.61B
$1.05M 0.04%
40,884
-21,155
EFG icon
346
iShares MSCI EAFE Growth ETF
EFG
$15.4B
$1.05M 0.04%
9,393
-295
SSD icon
347
Simpson Manufacturing
SSD
$7.63B
$1.04M 0.04%
6,081
-403
IAU icon
348
iShares Gold Trust
IAU
$67.1B
$1.04M 0.04%
11,783
+299
FHLC icon
349
Fidelity MSCI Health Care Index ETF
FHLC
$3.03B
$1.04M 0.04%
14,759
+1,485
BSX icon
350
Boston Scientific
BSX
$72.2B
$1.04M 0.04%
16,534
+1,981
12 13
14
15 16